UDIV vs QQXT overlap
UDIV and QQXT overlap 9.9% by weight, across 30 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UDIV | QQXT | Overlap |
|---|---|---|---|
| Tesla Inc.TSLA | 1.82% | 1.80% | 1.80% |
| Amazon.COM Inc.AMZN | 3.62% | 1.64% | 1.64% |
| Cisco SystemsCSCO | 0.75% | 1.82% | 0.75% |
| Pepsico Inc.PEP | 0.66% | 1.75% | 0.66% |
| Starbucks Corp.SBUX | 0.44% | 1.92% | 0.44% |
| Amgen Inc.AMGN | 0.42% | 2.01% | 0.42% |
| Comcast Corp.-aCMCSA | 0.42% | 1.84% | 0.42% |
| Netflix Inc.NFLX | 0.38% | 1.55% | 0.38% |
| Automatic DataADP | 0.37% | 1.88% | 0.37% |
| Costco WholesaleCOST | 0.31% | 1.82% | 0.31% |
| Gilead SciencesGILD | 0.29% | 1.75% | 0.29% |
| Walmart Inc.WMT | 0.28% | 1.82% | 0.28% |
| Mondelez Inter-aMDLZ | 0.25% | 1.76% | 0.25% |
| American ElectriAEP | 0.23% | 2.01% | 0.23% |
| Fastenal CoFAST | 0.23% | 2.03% | 0.23% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: UDIV, SEC Form N-PORT, June 30, 2026; QQXT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UDIV | QQXT |
|---|---|---|
| LPL Financial LLC | $26.5M | $3.6M |
| Raymond James Financial Inc. | $6.0M | $14.8M |
| MML Investors Services, LLC | $17.2M | $1.3M |
| Morgan Stanley | $48K | $14.1M |
| Susquehanna International Group, LLP | $2.3M | $6.0M |
| Goldman Sachs Group Inc. | $440K | $5.3M |
| Wells Fargo & Company | $28 | $5.7M |
| Bank of America Corp. | $508K | $4.6M |
| Arkadios Wealth Advisors | $3.6M | $844K |
| Cetera Investment Advisers | $3.6M | $349K |
| Cambridge Investment Research Advisors, Inc. | $552K | $2.5M |
| UBS Group AG | $5K | $1.6M |
| JPMorgan Chase & Co | $1.1M | $443K |
| Envestnet Asset Management Inc. | $425K | $614K |
| Truist Financial Corp. | $251K | $691K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: UDIV institutional holders, QQXT institutional holders.
Frequently asked questions
How much do UDIV and QQXT overlap?
9.9% by weight, with 30 holdings in common, using holdings for UDIV as of June 30, 2026 and QQXT as of June 30, 2026. The largest shared position is TSLA.
Do institutions hold both UDIV and QQXT?
21 Form 13F filers report positions in both, out of 87 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.